Articles on: Projects

Import tasks from XLSX

Import options

It is possible to import tasks directly from an Excel spreadsheet file. When importing you have two options:

Import and add new tasks
Import and update existing tasks with changes in the file

Only a project "admin" can import tasks

Import area

Navigate to the project settings and select the advanced tab:

Import area

Import and add new tasks

Follow the 4-step guide to import and ass new tasks. When you download the template there will be dropdowns in the file, so you quickly can add select values.

Import and add

Import and update tasks

If you scroll further down the page, you will find the "update"-area.

To update tasks we need to export an XLSX file first. This file will include the ID-column with the database ID - that is how the software knows which tasks to update.

Update tasks

Updated on: 12/12/2023

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